Adding Contract or Agreement Details

What is Contract Management?

Using Contract Management, you can add Vendor Agreements and other required Contract details. You can add multiple Contracts to an Agreement. The Assets can be linked to these Contracts for tracking and reference. E-mail alerts can also be configured to notify the Administrator before a Contract expires.

Managing Contracts

To add Contract details:

Select Asset > User > Manage Asset > Contract Management.
On the ACTIONS panel of the CONTRACT MANAGEMENT page, click ADD NEW.
On the CONTRACT MANAGEMENT page, fill in the required fields and click SUBMIT. For more information about the fields on the CONTRACT MANAGEMENT page, see Field Description.

Figure: CONTRACT MANAGEMENT page

Note:

To customize the Contract Management page, go to the APPLICATION SETTINGS BY TENANT page (see: Configuring Asset Application Settings).

Field Description

The following table describes the fields of the CONTRACT MANAGEMENT page:

Field	Description

Field	Description
DETAILS
Contract ID	Specify the contract ID.
Program	Type in the program name.
Agreement	Select frame agreement from the list.
Program Number	Type in the program number.
Enrollment Type	Specify the enrollment type.
Enrollment Number	Specify the enrollment number.
Enrollment Owner	Select an enrollment owner from the list.
Product and Price List Reference	Upload the product and price reference document, if any.
Contract Start Date	Click the Calender icon to select a start date for the contract.
Contract End Date	Click the Calender icon to select a end date for the contract.
Enrollment Status	Select an enrollment status.
Reseller	Select a reseller from the list.
Contract Reference	Upload the contract reference document, if any.
Active	Indicates the status of the contract. If selected, the contract is active. If not selected, the contract is inactive.
Remarks	Type in the remarks.
Category	Select a Category from the list.
Sub Category	Select a sub-category from the list.
Account Manager	Type in the name of the Account Manager.
Contact Account Manager	Type in the name of the Contract Account Manager.
Product Head	Type in the name of the Product Head.
Sales Head	Type in the name of the Sales Head.
License Type	Select license type from the list.
Purchase Quantity	Type in the purchase quantity.
Contact First Level	Type in the name of the First Level Contact person.
Contact Second Level	Type in the name of the Second Level Contact person.
First Level Escalation	Type in the name of the First Level Escalation Contact Person.
Second Level Escalation	Type in the name of the Second Level Escalation Contact Person.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the CONTRACT MANAGEMENT page.

SHOW LIST

Click SHOW LIST to view the list of Contracts.

Figure: CONTRACT MANAGEMENT page

To update a Contract, click the required Contract ID. Make appropriate changes, link or unlink the Asset(s) from the Contract, and then click SUBMIT. For more information about linking or unlinking Asset(s),

Note:

When the Contracts are displayed under the LIST table, the following actions are displayed on the ACTIONS panel:

Filters: Click Filters to specify a filter criteria to view a particular set of Contracts.

Figure: FILTERS pop-up page
ADD NEW: Click ADD NEW to configure a new Contract.
EXPORT TO EXCEL: Click EXPORT TO EXCEL to export the records displayed on this page to a Microsoft Excel sheet.

Managing Agreements

Click AGREEMENT DETAIL to view the Agreement details. For information about the AGREEMENT DETAILS page,

On the AGREEMENT DETAILS page, select the Tenant and type in the required details. For information about the fields on the AGREEMENT DETAILS page, see Field Description. Click SUBMIT to save the agreement details.

Figure: AGREEMENT DETAILS page

Field Description

The following table describes the fields of the AGREEMENT DETAILS page:

Field	Description

Field	Description
DETAILS
Agreement ID	Specify the agreement ID.
Publisher	Select a publisher from the list.
Agreement No.	Type in the agreement number.
Agreement	Select an agreement from the list.
Start Date	Click the Calendar icon to select a start date for the agreement.
Agreement Owner (Organization)	Select the agreement owner.
End Date	Click the Calendar icon to select an end date for the agreement.
Agreement Status	Select an agreement status from the list.
Agreement Reference	Attach frame agreement references. Click the Upload icon to browse and upload the document.
Active	Indicates the status of the frame agreement. If selected, the contract agreement is active. If not selected, the contract agreement is inactive.

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export the agreement details to Microsoft Excel.

CONTRACT MANAGEMENT

Click CONTRACT MANAGEMENT to add, view or update the Contract details for the Agreement.

E-mail Alerts

You can configure e-mail Alerts for Assets. These Alerts are notified through e-mails to the assigned Analysts. Select the Alert Type as Custom Type (see: Configuring Asset Alerts_AM).

Custom Scheduler Jobs

The following Custom Scheduler Job should be configured for the e-mail configuration to function correctly.

Contract management alert: Responsible for sending e-mails when the contract is about to expire. This job
should be configured on the SummitAI Application Server. It is recommended to schedule this job to run once
every day.